Creating Microsoft OneDrive data sources and custom metrics


Our recent redesign simplifies the data transfer experience by combining raw and modelled data sources into a single object - data feeds.
If you see Data Feeds in the left navigation sidebar, go to this article.
These new features are being released gradually. If you don't see them in your account yet - no worries - they’re coming soon!

Ready to visualize and track your Microsoft OneDrive data? Get started by setting up a connection between PowerMetrics and your OneDrive account and adding one (or more) data sources.

When you're finished adding OneDrive data sources, you'll use them to power your custom metrics.

This article includes:

Connecting PowerMetrics to your OneDrive account

To retrieve your data and visualize it as custom metrics, you first need to connect PowerMetrics to your OneDrive account.

Here are a couple things to note:

Your data is safe with us. The first time you connect your OneDrive account to PowerMetrics, you'll be prompted to enter your OneDrive login credentials and give permission to allow access to the data within your OneDrive account. We are serious about protecting your data privacy.

Managing your connections. By default, your connection name looks like this: yourname@Microsoft<date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections. Each time you connect to OneDrive, you can use the same account (or switch to a different account if needed). If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, go here for help.

Adding a OneDrive data source

To add a OneDrive data source:

  1. In the left navigation sidebar, click your Account Name > Data Sources.
  2. Click the Create a New Data Source button.
  3. On the Where is your data? page, select Microsoft OneDrive. (See below.)

  1. If this is your first time connecting to Microsoft OneDrive:
  • Click Connect an account. Enter your OneDrive login credentials and click Next. If prompted, click Allow to enable Klipfolio to securely access your OneDrive data. Click Continue.
  1. If you’ve connected to Microsoft OneDrive before:
  • Select an existing connection (token) from the drop-down list and click Continue.
  1. On the Configure your connection page, select either My Drive or Shared with Me.
  2. Find and select the desired file.
  3. Click Get data.

  1. Ensure this is the data you’re looking for, then click Continue.
  2. On the Verify your data page (the modeller) you can make modifications to your data if desired. Learn about modelling data sources.
  3. When you’re done making changes, click Save and continue to save your modelled data source.
    Note: To ensure your data source continues to update and refresh correctly, after saving, don't change its name or ID.

The modelled data source is added to your account and is ready to use for custom metrics. To see a list of all your data sources, click your Account Name > Data Sources in the left navigation sidebar.

Creating OneDrive custom metrics

Now that you've created a OneDrive data source, you can return to it and use it to make custom metrics. A single data source can be used to create a single or multiple custom metrics.

To create a OneDrive custom metric:

  1. Open your list of data sources by clicking your Account name > Data Sources.
  2. Select the modelled OneDrive data source you want to use for your custom metric.
  3. On its details page, click Create metrics.
  4. On the Create a custom metric page, choose the desired metric value, segmentation, date & time, data shape, and display settings for your metric. If you need help, go here to learn more.
  5. Click Save.

Your new metric is added to your list of metrics (accessed by clicking Metrics in the left navigation sidebar) and is ready to add to a dashboard. Learn more about dashboards.

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